Summary
Overview
Work History
Education
Skills
Accomplishments
Projects
Hobbies and Interests
Timeline
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Allwyn Fernandes

Thane

Summary

An analytical and solutions driven professional with a strong foundation in economics, specializing in index operations and data analysis. Experienced in creating benchmarks for index funds and managing data-driven projects with exceptional accuracy and timeliness. Background in content creation and research complements analytical skills, ensuring adaptability in diverse environments.

Overview

8
8
years of professional experience

Work History

Global Process Owner

Morningstar
05.2021 - Current
  • Spearheading the development and activation of indexes for fund benchmarking using structured datasets.
  • Partnering with Asset Management Companies, Index Providers, and Fund Companies to optimize index operations.
  • Conducting in-depth data analysis to improve the accuracy, timeliness, and efficiency of the Morningstar Investment database.
  • Leading data and process-driven projects, including industry/market research and market expansion initiatives.
  • Designing and implementing comprehensive SOPs for new processes and index operations.
  • Solely managing the activation and operations of critical Custom/Private Indexes.
  • Delivering training programs for new processes within the Index Universe.
  • Crafting compelling content to support the company’s Diversity, Equity, and Inclusion (DEI) initiatives.

Junior Content Writer

Dimerse
02.2019 - 04.2021
  • Developed compelling content across finance, banking, manufacturing, and travel industries, ensuring clarity and engagement.
  • Authored over 250 articles for leading travel platforms, including Makemytrip.com and Goibibo.com.
  • Researched and crafted insightful pieces on government financial schemes, insurance, banking awareness, and textile manufacturing.

Intern

Aditya Birla Shared Financial Services
04.2017 - 08.2017
  • Oversaw data management for 14 business entities, ensuring accuracy and organization.
  • Digitized and streamlined records by transferring hard copy files into an accessible and structured Excel database.

Education

Master of Arts in Economics -

S.K. Somaiya, Mumbai University
05.2018

Bachelor of Arts in Economics - undefined

G.N. Khalsa, Mumbai University
05.2015

Skills

  • Data Interpretation
  • SQL
  • Market Research
  • Database Management
  • Excel
  • Stakeholder Communication
  • Research & Writing
  • Process Management
  • Lean Six Sigma Yellow Belt Certification

Accomplishments

  • Presented Index Process to CTO of Morningstar: Delivered an in-depth presentation showcasing strategic insights.
  • High Performing Analyst: Achieved top performance ratings three consecutive times.
  • Led Process Ownership Transition: Successfully transferred process ownership from the Shenzhen team to the Mumbai team.

Projects

Process Transition


Successfully collaborated with the Shenzhen team to transition full ownership of the index process to Mumbai, ensuring  seamless transfer and operational continuity.


Bloomberg Fixed Income Project


Onboarded hundreds of fixed income portfolio datasets for Bloomberg Fixed Income Indexes, enhancing data integration and analytical capabilities. Streamlined data management for improved accessibility to comprehensive fixed income insights.


Bloomberg Equity Integration Project


Partnered with Bloomberg to innovate and implement efficient methods for onboarding hundreds of Bloomberg Equity performance and portfolio-level datasets. This collaboration improved data integration for mutual clients of Morningstar and Bloomberg, enhancing accessibility and operational efficiency.

Hobbies and Interests

  • Music
  • Writing
  • Running
  • Travelling
  • Photography
  • Reading

Timeline

Global Process Owner

Morningstar
05.2021 - Current

Junior Content Writer

Dimerse
02.2019 - 04.2021

Intern

Aditya Birla Shared Financial Services
04.2017 - 08.2017

Bachelor of Arts in Economics - undefined

G.N. Khalsa, Mumbai University

Master of Arts in Economics -

S.K. Somaiya, Mumbai University
Allwyn Fernandes